DFX Intelligence
Coastal Growth Fund II, LLC
As of · the latest observation of this vehicle; each figure below carries its own filing date
Active deploymentFundraising status unknownADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
1 additional principal, 4 events
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 365 days. Last change: 11 Apr 2024, Latest Form D filed on 11 Apr 2024: $11M sold of $100M offered, 75 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2023basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $100Mwhat may be sold, not what was raised; file 021-488031, sworn by the adviser or filed under this vehicle
- Form D sold
- $11.0Mas of the filing of Apr 11, 2024, 75 investors
- First sale
- Jun 23, 2023
- Reported GAV
- $11.1Mon the Form ADV filed Apr 30, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 80
- Reported on ADV
- Apr 3, 2024 to Apr 30, 2026
Fundraising evidence
What counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.Unknown
latest Form D 2024-04-11, older than 15 months (fr-1)
evidence dated Apr 11, 2024.
Lifecycle
Active deployment
Lifecycle
vintage 2 to 4 years
age years: 3first sale: Jun 23, 2023vintage year: 2023adv gav as of: Apr 30, 2026vintage basis: Form d first saleform d sold: $11.0Mform d offering: $100Mform d latest filed at: Apr 11, 2024
The fund's own reporting through time
5 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Apr 3, 2024 | Securitized Asset Fund | $11.0M | 75 | $100,000 | 1% | no | |
| Apr 17, 2024 | Securitized Asset Fund | $11.0M | 75 | $100,000 | 1% | no | |
| Jun 28, 2024 | Venture Capital Fund | $10.9M | 76 | $100,000 | 1% | no | |
| Sep 23, 2024 | Venture Capital Fund | $10.9M | 76 | $100,000 | 1% | no | |
| Apr 30, 2026 | Venture Capital Fund | $11.1M | 80 | $100,000 | 4% |
Principals and agents
4 principals on Form D, 0 placement agents
- Gregory Meerbaum Executive Officer/Promoter
- Tyler Bloechinger Executive Officer/Promoter
- Travis Barr Executive Officer/Promoter
Service providers
2 named on Form ADV Schedule D and Form D
- AuditorGRASSI & CO. · NEW YORK, New York, United StatesForm ADV filed Apr 30, 2026 reports.adviserinfo.sec.gov
- CustodianWINTER PARK NATIONAL BANK · WINTER PARK, Florida, United StatesForm ADV filed Apr 30, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performance
Whose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocators
What these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
9 events
- Apr 11, 2024Coastal Growth Fund II, LLC filed Form D/A: $11,000,000 sold of $100,000,000, Private Equity FundForm D filed Fact Form D
- Apr 3, 2024Coastal Growth Fund II, LLC first reported on Form ADV by Coastal Investment Company, LLC (Securitized Asset Fund), GAV $11,000,000Fund first reported on Form ADV Fact Form ADV
- Feb 13, 2024Coastal Growth Fund II, LLC filed Form D/A: $11,000,000 sold of $100,000,000, Private Equity FundForm D filed Fact Form D
- Jan 9, 2024Coastal Growth Fund II, LLC filed Form D/A: $10,900,000 sold of $100,000,000, Private Equity FundForm D filed Fact Form D
- Dec 15, 2023Coastal Growth Fund II, LLC filed Form D/A: $10,550,000 sold of $100,000,000, Private Equity FundForm D filed Fact Form D
Evidence
128 observations
Every observation on this vehicle
- Entity type: Limited Liability Company Apr 11, 2024 Fact Form D
- Entity type: Limited Liability Company Feb 13, 2024 Fact Form D
- Entity type: Limited Liability Company Jan 9, 2024 Fact Form D
- Entity type: Limited Liability Company Dec 15, 2023 Fact Form D
- Entity type: Limited Liability Company Dec 8, 2023 Fact Form D
- Entity type: Limited Liability Company Nov 16, 2023 Fact Form D
- Entity type: Limited Liability Company Sep 18, 2023 Fact Form D
- Entity type: Limited Liability Company Jul 27, 2023 Fact Form D
- Form D fund type: Private Equity Fund Apr 11, 2024 Fact Form D
- Form D fund type: Private Equity Fund Feb 13, 2024 Fact Form D
- Form D fund type: Private Equity Fund Jan 9, 2024 Fact Form D
- Form D fund type: Private Equity Fund Dec 15, 2023 Fact Form D
- Form D fund type: Private Equity Fund Dec 8, 2023 Fact Form D
- Form D fund type: Private Equity Fund Nov 16, 2023 Fact Form D
- Form D fund type: Private Equity Fund Sep 18, 2023 Fact Form D
- Form D fund type: Private Equity Fund Jul 27, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Apr 11, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Feb 13, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Jan 9, 2024 Fact Form D
- Form D industry group: Pooled Investment Fund Dec 15, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Dec 8, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Nov 16, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Sep 18, 2023 Fact Form D
- Form D industry group: Pooled Investment Fund Jul 27, 2023 Fact Form D
- Amendment: true Apr 11, 2024 Fact Form D
- Amendment: true Feb 13, 2024 Fact Form D
- Amendment: true Jan 9, 2024 Fact Form D
- Amendment: true Dec 15, 2023 Fact Form D
- Amendment: true Dec 8, 2023 Fact Form D
- Amendment: true Nov 16, 2023 Fact Form D
- Amendment: true Sep 18, 2023 Fact Form D
- Amendment: false Jul 27, 2023 Fact Form D
- Revenue range (Form D): Not Applicable Apr 11, 2024 Fact Form D
- Revenue range (Form D): No Revenues Feb 13, 2024 Fact Form D
- Revenue range (Form D): No Revenues Jan 9, 2024 Fact Form D
- Revenue range (Form D): No Revenues Dec 15, 2023 Fact Form D
- Revenue range (Form D): No Revenues Dec 8, 2023 Fact Form D
- Revenue range (Form D): No Revenues Nov 16, 2023 Fact Form D
- Revenue range (Form D): No Revenues Sep 18, 2023 Fact Form D
- Revenue range (Form D): No Revenues Jul 27, 2023 Fact Form D
- Incorporated: withinFiveYears Apr 11, 2024 Fact Form D
- Incorporated: withinFiveYears Feb 13, 2024 Fact Form D
- Incorporated: withinFiveYears Jan 9, 2024 Fact Form D
- Incorporated: withinFiveYears Dec 15, 2023 Fact Form D
- Incorporated: withinFiveYears Dec 8, 2023 Fact Form D
- Incorporated: withinFiveYears Nov 16, 2023 Fact Form D
- Incorporated: withinFiveYears Sep 18, 2023 Fact Form D
- Incorporated: withinFiveYears Jul 27, 2023 Fact Form D
- Jurisdiction: Florida Apr 11, 2024 Fact Form D
- Jurisdiction: Florida Feb 13, 2024 Fact Form D
- Jurisdiction: Florida Jan 9, 2024 Fact Form D
- Jurisdiction: Florida Dec 15, 2023 Fact Form D
- Jurisdiction: Florida Dec 8, 2023 Fact Form D
- Jurisdiction: Florida Nov 16, 2023 Fact Form D
- Jurisdiction: Florida Sep 18, 2023 Fact Form D
- Jurisdiction: Florida Jul 27, 2023 Fact Form D
- Amount sold (Form D): $11.0M Apr 11, 2024 Fact Form D
- Amount sold (Form D): $11.0M Feb 13, 2024 Fact Form D
- Amount sold (Form D): $10.9M Jan 9, 2024 Fact Form D
- Amount sold (Form D): $10.6M Dec 15, 2023 Fact Form D
- Amount sold (Form D): $10.1M Dec 8, 2023 Fact Form D
- Amount sold (Form D): $9.5M Nov 16, 2023 Fact Form D
- Amount sold (Form D): $6.7M Sep 18, 2023 Fact Form D
- Amount sold (Form D): $2.1M Jul 27, 2023 Fact Form D
- Offering amount (Form D): $100M Apr 11, 2024 Fact Form D
- Offering amount (Form D): $100M Feb 13, 2024 Fact Form D
- Offering amount (Form D): $100M Jan 9, 2024 Fact Form D
- Offering amount (Form D): $100M Dec 15, 2023 Fact Form D
- Offering amount (Form D): $100M Dec 8, 2023 Fact Form D
- Offering amount (Form D): $100M Nov 16, 2023 Fact Form D
- Offering amount (Form D): $100M Sep 18, 2023 Fact Form D
- Offering amount (Form D): $100M Jul 27, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Apr 11, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Feb 13, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Jan 9, 2024 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Dec 15, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Dec 8, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Nov 16, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Sep 18, 2023 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.5 Jul 27, 2023 Fact Form D
- First sale: 2023-06-23 Apr 11, 2024 Fact Form D
- First sale: 2023-06-23 Feb 13, 2024 Fact Form D
- First sale: 2023-06-23 Jan 9, 2024 Fact Form D
- First sale: 2023-06-23 Dec 15, 2023 Fact Form D
- First sale: 2023-07-24 Dec 8, 2023 Fact Form D
- First sale: 2023-07-24 Nov 16, 2023 Fact Form D
- First sale: 2023-07-24 Sep 18, 2023 Fact Form D
- First sale: 2023-07-24 Jul 27, 2023 Fact Form D
- Investors (Form D): 75 Apr 11, 2024 Fact Form D
- Investors (Form D): 75 Feb 13, 2024 Fact Form D
- Investors (Form D): 74 Jan 9, 2024 Fact Form D
- Investors (Form D): 72 Dec 15, 2023 Fact Form D
- Investors (Form D): 70 Dec 8, 2023 Fact Form D
- Investors (Form D): 66 Nov 16, 2023 Fact Form D
- Investors (Form D): 47 Sep 18, 2023 Fact Form D
- Investors (Form D): 13 Jul 27, 2023 Fact Form D
- Minimum investment (Form D): 100,000 Apr 11, 2024 Fact Form D
- Minimum investment (Form D): 100,000 Feb 13, 2024 Fact Form D
- Minimum investment (Form D): 100,000 Jan 9, 2024 Fact Form D
- Minimum investment (Form D): 100,000 Dec 15, 2023 Fact Form D
- Minimum investment (Form D): 100,000 Dec 8, 2023 Fact Form D
- Minimum investment (Form D): 100,000 Nov 16, 2023 Fact Form D
- Minimum investment (Form D): 100,000 Sep 18, 2023 Fact Form D
- Minimum investment (Form D): 100,000 Jul 27, 2023 Fact Form D
- Securities offered: pooled Apr 11, 2024 Fact Form D
- Securities offered: pooled Feb 13, 2024 Fact Form D
- Securities offered: pooled Jan 9, 2024 Fact Form D
- Securities offered: pooled Dec 15, 2023 Fact Form D
- Securities offered: pooled Dec 8, 2023 Fact Form D
- Securities offered: pooled Nov 16, 2023 Fact Form D
- Securities offered: pooled Sep 18, 2023 Fact Form D
- Securities offered: pooled Jul 27, 2023 Fact Form D
- Office address: Apr 11, 2024 Fact Form D
- Office address: Feb 13, 2024 Fact Form D
- Office address: Jan 9, 2024 Fact Form D
- Office address: Dec 15, 2023 Fact Form D
- Office address: Dec 8, 2023 Fact Form D
- Office address: Nov 16, 2023 Fact Form D
- Office address: Sep 18, 2023 Fact Form D
- Office address: Jul 27, 2023 Fact Form D
- Year of incorporation: 2023 Apr 11, 2024 Fact Form D
- Year of incorporation: 2023 Feb 13, 2024 Fact Form D
- Year of incorporation: 2023 Jan 9, 2024 Fact Form D
- Year of incorporation: 2023 Dec 15, 2023 Fact Form D
- Year of incorporation: 2023 Dec 8, 2023 Fact Form D
- Year of incorporation: 2023 Nov 16, 2023 Fact Form D
- Year of incorporation: 2023 Sep 18, 2023 Fact Form D
- Year of incorporation: 2023 Jul 27, 2023 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
Coastal Growth Fund II, LLC is the same institution as 2 records in RIA and Wealth and Private Equity.
RIA and Wealth1Private Equity1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Record history
9 dated events on the change ledger, latest event first
- Form D filed2024-04-11source on record
- Fund first reported on ADV2024-04-03source on record
- Form D filed2024-02-13source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.